Archive | Rayno Life Science Portfolio

where to buy prednisone 5mg Illumina (ILMN $30.23) shares spiked today on takeover speculation. The shares were whacked in July and the stock is down 52% YTD on an earnings miss with no guidance. Revenue estimates from analysts are in the $1B range for 2011 so with the current Market Cap of $3.7B the Company is not too expensive for […]

click to investigate 11/21/11 The diagnostics and tools sector remain weak trading down about 1.9% slightly better than NASDAQ down 2.5%. Within the life sciences we prefer biopharmaceutical stocks because of M&A potential and less sensitivity to earnings. From October 11,2011 Despite a nice rally yesterday we are still cautious on the tools and diagnostics sector. Within the […]

A Place to Hide from Volatility Today was not as bad as early futures and European markets would portend. The S&P cut its losses to 0.74% and the NASDAQ was down only 0.26%. But as we recommended last month the healthcare sector looks good for relative safety. Drug stocks that pay dividends and large cap […]

It was a tough week in Life Science Tools and Diagnostics with many crosscurrents: debt ceiling uncertainty, earnings shortfalls, lackluster economic data and European debt crisis. The usual positive buzz from the AACC offered little support. We will provide an updated financial comparison of all stocks in our diagnostic/tools index at the end of Q2 […]

Dog Days of Summer Lie Ahead- Q3 Seasonality in Life Sciences is Weak A vicious 16% sell-off in Illumina Inc. (ILMN $58.43) due to revised 2011 guidance and subsequent analysts’ reduced outlook. Concerns about sales growth are a new concern. Revenue for Q2 was $287M a 36.5 %increase over Q2 2010 and an EPS of […]

Diagnostics is Still a Hot Ticket The Rayno Life Science Tools and Diagnostics Portfolio is up 12% YTD with big winners Celera up 31%, recently acquired by Quest Diagnostics (DGX), Cardiovascular Systems (CSII) up 32.5%,Exact Scientific (EXAS) up 42%, and GenProbe (GPRO) up 19.6%. In the news today Alere (ALR $37.93) announced an unsolicited $369M […]

11/29/11 No new buys on tools/Dx since summer meltdown and Illumina (ILMN) miss. 6/20/11 NASDAQ (2632) Market stabilizing after 7% correction.QQQ down <1%. IBB up 10% YTD. Mid-cap biopharms are up 1.6% as of mid-day. Mixed tape in Dx and Tools with winners BLUD, ILMN, NEOG and SQNM; losers are down less than 1%. Qiagen(QGEN) still […]

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Rod Raynovich is the founder of Raygent Associates, a management consulting firm providing business development and strategic marketing services in the life science and medical device area. He publishes his thoughts and analysis on the biotech industry at www.raygent.com.